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State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
201
Clear Creek Financial Management
Washington
$943K -$34.1K -1,167 -4%
SPAS
202
Spectrum Planning & Advisory Services
California
$916K +$103K +3,539 +13%
WT
203
Whittier Trust
California
$910K
APC
204
Aspire Private Capital
North Carolina
$897K +$23.2K +793 +3%
PA
205
Perennial Advisors
New York
$880K
MW
206
Maia Wealth
Colorado
$877K +$101K +3,443 +13%
PP
207
Patron Partners
Texas
$852K -$26.4K -904 -3%
CBA
208
Coastal Bridge Advisors
Connecticut
$847K +$27.3K +934 +3%
AAS
209
Ameritas Advisory Services
Nebraska
$840K +$336K +11,499 +67%
RCAG
210
Rehmann Capital Advisory Group
Michigan
$838K
SFS
211
Sowell Financial Services
Arkansas
$829K +$267K +9,119 +48%
SWA
212
Sightline Wealth Advisors
Connecticut
$827K +$825K +28,219 New
CWM
213
Centurion Wealth Management
Virginia
$821K +$819K +28,000 New
CMMS
214
Comprehensive Money Management Services
Florida
$816K -$33.5K -1,145 -4%
AFP
215
Ausdal Financial Partners
Iowa
$816K +$184K +6,308 +29%
CIC
216
Carnegie Investment Counsel
Ohio
$805K +$17.8K +609 +2%
LA
217
Lifeworks Advisors
Michigan
$775K -$1.02K -35 -0.1%
BIM
218
Breakwater Investment Management
Washington
$775K
Betterment LLC
219
Betterment LLC
New York
$761K +$64.8K +2,217 +9%
BTI
220
Blue Trust Inc
Georgia
$760K +$52.9K +1,811 +8%
PA
221
PFG Advisors
Arizona
$757K -$7.42M -253,808 -91%
KPWS
222
Kestra Private Wealth Services
Texas
$755K -$72.8K -2,490 -9%
Citigroup
223
Citigroup
New York
$750K -$54.1K -1,850 -7%
BW
224
Blalock Williams
Alabama
$733K -$61.4K -2,099 -8%
WAS
225
Winch Advisory Services
Wisconsin
$731K +$5.96K +204 +0.8%